John Barrett

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John

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1963 - present

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John Barrett is a Managing Director, Wealth Management Advisor, and Retirement Benefits Consultant at Merrill Lynch Wealth Management. He develops disciplined and long-term investment strategies for his clients, and guides philanthropic organizations through wealth management strategies. He also offers access to philanthropic consulting through Bank of America's Institutional Investment and Philanthropic Solutions Group. As a Merrill Institutional Consultant, he works with a group of highly experienced specialists and others within Bank of America and Merrill Lynch Wealth Management who focus on helping institutional clients pursue their unique and often complex investment needs. Since 1996, Barrett has been a featured speaker at the Securities Industry Association's conference at The Wharton School.

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Since joining Merrill Lynch in 1986, he has developed disciplined, long-term investment strategies with high net worth corporate executives, entrepreneurs and philanthropic organizations.
He works closely with individual clients to help them actively pursue their financial objectives and those of future generations.
He also guides philanthropic organizations through wealth management strategies that support their missions.

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